About this file

This is Amendment Four to Request for Proposals #31786-00187 issued by the State of Tennessee, Department of Finance & Administration, Division of Benefits Administration, for administrative services as a third-party administrator (TPA) for The Tennessee Plan, a self-insured supplemental medical insurance program for Medicare-eligible state retirees. The amendment updates the RFP schedule of events and confirms critical deadlines for the procurement process. Key dates include a pre-response conference on September 30, 2025; written questions and comments deadlines in three rounds (October 8, November 6, and January 16, 2026); a primary response deadline of December 10, 2025, with an optional second response deadline of February 6, 2026; technical evaluation completion by February 26, 2026; cost proposal opening and scoring on February 27, 2026; optional cost negotiations March 3-5, 2026; and notice of intent to award on March 26, 2026. The contractor signature deadline is April 10, 2026, with implementation activities scheduled for April through December 2026 and benefit coverage commencing January 1, 2027, through December 31, 2031, followed by a claims run-out period through December 31, 2033.

The RFP evaluation methodology allocates 10 points for general qualifications and experience, 40 points for technical qualifications and approach, and 50 points for cost proposal, with compensation structured through monthly per-member-per-month (PMPM) rates. The current incumbent is UMR, Inc., with a contract expiring June 30, 2028. The plan serves approximately 48,059 members as of July 2025, representing state retirees who began employment before July 1, 2015, and are eligible for Medicare Part A. Historical enrollment data shows steady growth of 1,500-2,000 members annually since 2007, with annual claims costs increasing approximately 4 percent. The selected contractor will be responsible for claims processing, member communications, call center services, HIPAA compliance, weekly claims payment processing, subrogation recovery, and enrollment management. Maximum contract liability will be determined by the best-evaluated cost proposal, with the RFP indicating a substantial contract opportunity based on documented annual claims volumes in the tens of millions of dollars.

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File Type Posted
31786-00187_TN_Plan_Release_3.pdf PDF
RFP_31786-00187_Amendment_Three.pdf PDF
31786-00187_TN_Plan_Release_4.pdf PDF
RFP_31786-00187_Appendix_7_7_Member_Demographics.xlsx XLSX spreadsheet
Appendix_7.4_HIPAA_Business_Associate_Assessment.xlsx XLSX spreadsheet
RFP_31786-00187_Amendment_5.pdf PDF
Appendix_7.5_Claims_History.xlsx XLSX spreadsheet
31786-00187_TN_Plan_for_posting.pdf PDF
Appendix_7.1_Plan_Document_for_The_Tennessee_Plan.pdf PDF
RFP_31786-00187_Amendment_Four.pdf PDF
RFP_31786-00187_Amendment_Two.pdf PDF
31786-00187_TN_Plan_Release_2.pdf PDF
RFP_31786-00187_Amendment_One_Schedule_Update.pdf PDF
Appendix_7.3_Benefits_Administration_834_Guidance_Manual_v5.pdf PDF
31786-00187_Digital_Submission_Instructions.pdf PDF
Appendix_7.2_Enrollment_History.xlsx XLSX spreadsheet
RFP_31786-00187_Draft_The_TN_Plan_Attachment_6.3_Cost_Proposal.xlsx XLSX spreadsheet
Appendix_7.6_Written_Q_and_C_template.pdf PDF
31786-00187_TN_Plan_Release_5.pdf PDF
Appendix_7.6_Written_Q_and_C_template.pdf PDF
Appendix_7.5_Claims_History.xlsx XLSX spreadsheet
31786-00187_TN_Plan_Release_2.pdf PDF
RFP_31786-00187_Amendment_Two.pdf PDF
31786-00187_Digital_Submission_Instructions.pdf PDF
31786-00187_TN_Plan_for_posting.pdf PDF
RFP_31786-00187_Appendix_7_7_Member_Demographics.xlsx XLSX spreadsheet
31786-00187_TN_Plan_Release_4.pdf PDF
Appendix_7.1_Plan_Document_for_The_Tennessee_Plan.pdf PDF
Appendix_7.3_Benefits_Administration_834_Guidance_Manual_v5.pdf PDF
RFP_31786-00187_Draft_The_TN_Plan_Attachment_6.3_Cost_Proposal.xlsx XLSX spreadsheet
Appendix_7.4_HIPAA_Business_Associate_Assessment.xlsx XLSX spreadsheet
Appendix_7.2_Enrollment_History.xlsx XLSX spreadsheet
RFP_31786-00187_Amendment_One_Schedule_Update.pdf PDF
RFP_31786-00187_Amendment_Three.pdf PDF
31786-00187_TN_Plan_Release_3.pdf PDF
RFP_31786-00187_Amendment_Two.pdf PDF
31786-00187_TN_Plan_Release_2.pdf PDF
Appendix_7.1_Plan_Document_for_The_Tennessee_Plan.pdf PDF
Appendix_7.5_Claims_History.xlsx XLSX spreadsheet
Appendix_7.3_Benefits_Administration_834_Guidance_Manual_v5.pdf PDF
31786-00187_Digital_Submission_Instructions.pdf PDF
31786-00187_TN_Plan_for_posting.pdf PDF
RFP_31786-00187_Amendment_Three.pdf PDF
Appendix_7.4_HIPAA_Business_Associate_Assessment.xlsx XLSX spreadsheet
RFP_31786-00187_Appendix_7_7_Member_Demographics.xlsx XLSX spreadsheet
Appendix_7.6_Written_Q_and_C_template.pdf PDF
Appendix_7.2_Enrollment_History.xlsx XLSX spreadsheet
RFP_31786-00187_Draft_The_TN_Plan_Attachment_6.3_Cost_Proposal.xlsx XLSX spreadsheet
RFP_31786-00187_Amendment_One_Schedule_Update.pdf PDF
31786-00187_TN_Plan_Release_3.pdf PDF
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Text version

RFP #31786-00187 – Amendment Four Page 1 of 2

STATE OF TENNESSEE

DEPARTMENT OF FINANCE & ADMINISTRATION, BENEFITS ADMINISTRATION

REQUEST FOR PROPOSALS #31786-00187

AMENDMENT #FOUR

FOR ADMINISTRATIVE SERVICES ONLY TO

PERFORM AS THIRD-PARTY ADMINISTRATOR FOR

THE STATE’S THE TENNESSEE PLAN

DATE: January 12, 2026

RFP #31786-0087 IS AMENDED AS FOLLOWS:

1. This RFP Schedule of Events updates and confirms scheduled RFP dates. Any event, time, or date containing revised or new text is highlighted.

EVENT TIME

(central time zone)

DATE

1. RFP Issued

September 23, 2025

2. Disability Accommodation Request Deadline 2:00 p.m. September 29, 2025

3. Pre-response Conference 1:00 p.m. September 30, 2025

4. Notice of Intent to Respond Deadline 2:00 p.m. October 1, 2025

5. Written “Questions & Comments” Deadline

NOTE: Submit written questions and comments on Appendix 7.6 the written questions and comments template.

2:00 p.m.

October 8, 2025

6. State Response to Written “Questions & Comments”

October 30, 2025

7. Written “Questions & Comments” Deadline

ROUND 2

NOTE: Respondents may submit no more than five (5) questions to the State in the 2 nd round of Written Questions and Comments

November 6, 2025

8. State Response to Written “Questions & Comments” Round 2

December 3, 2025

9. Response Deadline 2:00 p.m. December 10, 2025

10. Written “Questions & Comments” Deadline

ROUND 3

NOTE: Respondents may submit no more than five (5) questions to the State in the 3rd round of Written Questions and Comments

January 16, 2026

11. State Response to Written “Questions & Comments” Round 3

January 30, 2026

RFP #31786-00187 – Amendment Four Page 2 of 2

12. Response Deadline (Optional) 2:00 p.m. February 6, 2026

10. State Completion of Technical Response Evaluations

February 26, 2026

11. State Opening & Scoring of Cost Proposals 2:00 p.m. February 27, 2026

12. Cost Negotiations (Optional) 4:30 p.m. March 3-5, 2026

13. State Notice of Intent to Award Released and RFP Files Opened for Public Inspection

2:00 p.m.

March 26, 2026

14. End of Protest Period

April 2, 2026

15. State sends contract to Contractor for signature

April 3, 2026

16. Contractor Signature Deadline 2:00 p.m. April 10, 2026

2. RFP Amendment Effective Date. The revisions set forth herein shall be effective upon release. All other terms and conditions of this RFP not expressly amended herein shall remain in full force and 10effect.

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